Notes
CHAPTER 1 GAME ON: MAKING SOMETHING OUT OF NOTHING
1. 401(k) Benchmarking Survey, 2008 ed., Deloitte Consulting, LLP, 7.
2. Mary Williams Walsh and Tara Siegel Bernard, “In Need of Cash, More Companies Cut 401(k) Match,” New York Times, December 21, 2008.
3. Everett T. Allen Jr., Joseph J. Melone, Jerry S. Rosenbloom, and Dennis F. Mahoney, Retirement Plans, 10th ed. (New York: McGraw-Hill/Irwin, 2008), 431.
4. 2011 Investment Company Fact Book, 51st ed. (Washington, DC: Investment Company Institute, 2011), 128.
5. Charles Jaffe, “Motley Fool Rushes into Mutual Funds,” San Francisco Chronicle, January 25, 2009.
6. Jeffrey A. Hirsch and Yale Hirsch, Stock Trader's Almanac 2010 (Hoboken, NJ: John Wiley & Sons, 2010), 161, 162, 169, 170.
7. Ibid., 150.
CHAPTER 2 THE SHIFT: PENSIONS TO 401(k) PLANS
1. “Rethinking Retirement,” Charles Schwab & Co. and Age Wave, March/April 2008.
2. Candice Choi, “Flexible Retirement Lets Firms Retain Wisdom,” San Francisco Chronicle, July 30, 2008.
3. Everett T. Allen Jr., Joseph J. Melone, Jerry S. Rosenbloom, and Dennis F. Mahoney, Retirement Plans, 10th ed. (New York: McGraw-Hill/Irwin, 2008), 597.
4. Ibid., 608.
5. “Health, United States, 2009, with Special Feature on Medical Technology,” U.S. Department of Health and Human Services, Centers for Disease Control and Prevention, National Center for Health Statistics, 44.
6. Social Security Online History, Agency History, Research Notes & Special Studies by the Historian's Office, Research Note ...
